FAYEZ SAROFIM & CO V — VisaInc.

Ownership history in FAYEZ SAROFIM & CO  ·  49 quarters on record

AI Ownership Summary

FAYEZ SAROFIM & CO reported VisaInc. (V) in 49 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.79% in 2025 Q1. The latest visible filing shows V at 2.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FAYEZ SAROFIM & CO's position in VisaInc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

V was reported at 2.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.79% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page FAYEZ SAROFIM & CO fund profile FAYEZ SAROFIM & CO full holdings
How FAYEZ SAROFIM & CO held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,987,445 +35,089 +1.2% 2.31% $902.9M 2026-05-15 $325.75
2025 Q4 REDUCED — — — 2,952,356 -87,856 -2.9% 2.49% $1.04B 2026-02-13 $313.43
2025 Q3 REDUCED — — — 3,040,212 -14,162 -0.5% 2.43% $1.05B 2025-11-14 $328.66
2025 Q2 REDUCED — — — 3,054,374 -117,859 -3.7% 2.62% $1.09B 2025-08-14 $343.39
2025 Q1 REDUCED 6.6% +1.5% ❌ 3,172,233 -225,371 -6.6% 2.79% $1.12B 2025-05-12 $352.48
2024 Q4 ADDED — — — 3,397,604 +108,121 +3.3% 2.64% $1.08B 2025-02-14 $350.46
2024 Q3 ADDED — — — 3,289,483 +98,055 +3.1% 2.30% $904.4M 2024-11-14 $304.81
2024 Q2 ADDED — — — 3,191,428 +107,753 +3.5% 2.26% $837.7M 2024-08-14 $257.74
2024 Q1 ADDED — — — 3,083,675 +60,439 +2.0% 2.56% $860.6M 2024-05-14 $273.07
2023 Q4 ADDED — — — 3,023,236 +43,173 +1.4% 2.55% $835.7M 2024-02-15 $276.25
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 62.32% Alfreton Capital LLP 3Y 32.97% TCI Fund Management Ltd 3Y 7Y 20.39% Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Egerton Capital (UK) LLP 3Y 7Y 13.79% Immersion Capital LLP 3Y 7Y 12.68% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Blacksheep Fund Management Ltd 3Y 12.31% ValueAct Holdings, L.P. 3Y 7Y 12.26%

FAQ About FAYEZ SAROFIM & CO and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has FAYEZ SAROFIM & CO reported owning V?

FAYEZ SAROFIM & CO reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in FAYEZ SAROFIM & CO's portfolio?

The largest reported portfolio weight for V was 2.79% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when FAYEZ SAROFIM & CO reported 2,987,445 shares, equal to 2.31% of portfolio, with an estimated market value of $902.9M.

What does the chart on this V ownership page compare?

The chart compares FAYEZ SAROFIM & CO's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FAYEZ SAROFIM & CO time their V position?

Based on 13F filing dates vs. subsequent V price moves, FAYEZ SAROFIM & CO correctly timed 27 out of 47 reported position changes (57%). The annualised alpha on V relative to SPY over the holding period was +2.9%.

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